Engage discounts

Engage allows you to generate unique discount codes to include in emails sent to customers. They are completely unique for each email sent. 

When creating an Engage automation, you'll find an area on the Message page for including discounts:

If you'd like, you can click the Add Discount button to add one. It will bring up a dialog that looks like this:

You'll find almost all of the settings that you see in WooCommerce when generating a coupon. They are split into three sections: General, Restrictions, and Limits. We will start with General:

Discount Type: This the type of discount you'd like to offer. It can be one of the following:

  • Percentage discount – A percentage discount for the entire cart. For example, if the cart contains three (3) t-shirts @ $20 each = $60, a coupon for 10% off applies a discount of $6.
  • Fixed cart discount – A fixed total discount for the entire cart. For example, if the cart contains three (3)  t-shirts @ $20 each = $60, a coupon for $10 off gives a discount of $10.
  • Fixed product discount – A fixed total discount for selected products only. Customer receives a set amount of discount per item. For example, three (3) t-shirts @ $20 each with a coupon for $10 off applies a discount of $30.
  • Subscriptions: Sign Up Fee Discount.
  • Subscriptions: Sign Up Fee % Discount.
  • Subscriptions: Recurring Product Discount.
  • Subscriptions: Recurring Product % Discount.

Amount: Fixed value or percentage, depending on discount type you choose. Entered without a currency unit or a percent sign, which are added automatically, e.g., Enter ’20’ for $20 or 20%.

Expires In: How many days after being generated and sent that the coupon should expire. Leave it blank if there should be no expiry.

Code Prefix: Metorik will generate a random coupon code for each automation by default. By adding a prefix (like XMAS), we'll add it to the start of each code, so instead of being for e.g., '9213AI20P', it would be 'XMAS9213AI20P'.

Allow Free Shipping: Removes shipping cost when coupon is used. Requires Free Shipping to be enabled.


Next up is the Restrictions section:

Minimum Spend: The minimum spend (subtotal) allowed to use this coupon.

Maximum Spend: The maximum spend (subtotal) allowed to use this coupon.

Individual Use Only: Check the box if you don’t want this coupon to be used in combination with other coupons. By default, this is checked.

Exclude Sale Items: Check this box if the coupon should not apply to items on sale. Per-item coupons will only work if the item is not on sale. Per-cart coupons will only work if there are items in the cart that are not on sale.

Products: Products that the coupon will be applied to, or that need to be in the cart in order for the 'Fixed cart discount' to be applied.

Exclude Products: Products that the coupon will not be applied to, or that cannot be in the cart in order for the 'Fixed cart discount' to be applied.

Categories: Categories that the coupon will be applied to, or that cannot be in the cart in order for the 'Fixed cart discount' to be applied.

Exclude Categories: Categories that the coupon will not be applied to, or that cannot be in the cart in order for the 'Fixed cart discount' to be applied.


Finally, the last section is Limits:

Usage Limit: This is the number of the times the coupon can be used. By default, it is set to 1, but if you wanted to let the receiving customer use it multiple times, this option lets you define the limit.


URL Coupons

If you're using either the  URL Coupons extension or the Smart Coupons extension, it's possible to use the {discount} variable Engage provides you in the URL you're sending customers to.

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